# Rafael A. Svelti

Rafael A. Svelti is an investment adviser representative (IAR) with state registration records since 2015, appearing at 7 firms. Currently registered with FIRST CITIZENS INVESTOR SERVICES, INC., SVB WEALTH.

## Registration history (8)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [SVB WEALTH](https://search.stillhousedata.com/firm/172832) | 2025-11-04 | present | Yes |
| [FIRST CITIZENS INVESTOR SERVICES, INC.](https://search.stillhousedata.com/firm/44430) | 2025-06-05 | present | Yes |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://search.stillhousedata.com/firm/8032) | 2023-11-01 | 2025-04-30 | — |
| [J.P. MORGAN SECURITIES LLC](https://search.stillhousedata.com/firm/79) | 2022-08-10 | 2023-08-29 | — |
| [CITIZENS SECURITIES, INC.](https://search.stillhousedata.com/firm/39550) | 2021-09-08 | 2022-07-13 | — |
| [CLARFELD FINANCIAL ADVISORS, LLC](https://search.stillhousedata.com/firm/106743) | 2019-09-06 | 2022-07-13 | — |
| [CITIZENS SECURITIES, INC.](https://search.stillhousedata.com/firm/39550) | 2017-03-06 | 2020-01-08 | — |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2015-04-28 | 2015-08-19 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5747033)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5747033.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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